📶 NPS and DPI correlation

Chasing the wrong numbers, robotics funding is booming, predicting the next wave of AI opportunities, and are you actually thesis-driven?

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Good morning 👋

And happy Friday - what a week.

Somebody once told me that VC is a hospitality business. I think that’s partially true, but some data would actually suggest otherwise.

Today we’ll break down why a better NPS has resulted in lower DPI numbers for some funds.

P.S. 🌴 We’re sending out early-access invites to our Miami in-person event soon …

If you like good weather, golf, boats, and meeting other allocators, you can apply to join here.

Today’s highlights

  • Chasing the wrong numbers

  • Robotics funding is booming

  • Predicting the next wave of AI opportunities

  • Are you actually thesis-driven?

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